Address/Phone
Last update:CCH Practice Management
The Addresses tab
The document outlines the functionalities of the "Addresses" tab for managing supplier contact information within a system. It details how to store various addresses (primary and non-primary), phone numbers, emails, and additional details for suppliers. Users can link existing addresses, create new ones, and manage them through the Address Maintenance window. It specifies the roles of system administrators in creating address types and highlights features like address copying and deletion. Overall, it emphasizes the streamlined approach to maintain and reuse supplier addresses, enhancing organizational efficiency.
CCH Practice Management
Setting up Phone Numbers, Website and Email Addresses
This document outlines the procedure for setting up phone numbers, a website, and an email address within a system. It details the steps to access the Phone number and Email address window, add descriptions, and select primary contacts for various numbers. It emphasizes that only one checkbox can be selected per category (e.g., Primary Tel, Primary Fax) and explains that multiple descriptions can share primary status. The document concludes with a note on entering various contact numbers on contact details pages.
CCH Practice Management
Setting up a new Address Type
This document provides step-by-step instructions for setting up a new Address Type within a software application. Key actions include selecting the appropriate menu options to access the Address Type window, entering a description for the new address type, designating it as Primary, Billing, or Statement address (noting that only one checkbox can be selected per category), and saving changes by clicking 'OK'. The document highlights that multiple categories can share the same address type, but only one can be selected per column.
CCH Practice Management
How to unlink a supplier address
This document provides step-by-step instructions on how to unlink a supplier address in a management system. It details the process from accessing the Supplier button to confirming the unlinking action. Key steps include searching for the supplier, selecting the address type, and using the unlink button to remove the link. It also notes that unlinking does not delete the address from the database, allowing for future linking. Additionally, related topics and links to further resources on supplier and address management are included.
CCH Practice Management
How to edit supplier address details
This document provides instructions for editing address links and addresses associated with suppliers within a specific system. Users can access the Address Maintenance window from any Supplier page but must navigate to a supplier's page to link an address to that supplier. It outlines two methods for editing: modifying the link to a different address or altering the address itself. The document emphasizes that any changes will affect all related contacts and provides a detailed step-by-step guide for each editing method, including search procedures and cautionary notes regarding address use.
CCH Practice Management
How to add address details for a supplier
This document provides instructions on how to add and link addresses to a supplier's profile in the CCH Practice Management system. Users can either create a new address or link an existing address to a supplier. It outlines the steps for searching and selecting suppliers, managing address types, and the necessary conditions for linking addresses. Additionally, it includes guidance for system administrators regarding address type creation and emphasizes that an address type can only be used once per supplier. Related topics and resources are also provided for further reference.
CCH Practice Management
Edit an Address Type
This document provides a guide on how to edit address types for contacts and clients, ensuring accurate allocation for primary, billing, or statement addresses. It outlines the steps to navigate the software, select the address type to edit, modify its description, manage checkbox selections, and save changes. A note emphasizes that only one address type can be designated as primary, billing, or statement at a time, though one address can function in multiple roles. Additionally, related links for setting up and managing address types are included.
CCH Practice Management
Address Maintenance
The document outlines the functionalities of the Address Maintenance window used for creating, amending, and managing addresses linked to contacts or clients. It describes how to enter new addresses, search for existing ones, link them, and delete addresses as needed. The window supports multiple address types, ensuring centralization to avoid duplicate entries. Each contact or client can have unique primary and non-primary addresses, and addressing a client’s billing requirements is facilitated through an easy selection process. System administrators can manage address types and ensure proper linking within the database.